Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IWV 1000.00%
5 IWO 1000.00%
6 IWM 1000.00%
7 ITOT 1000.00%
8 ISCG 1000.00%
9 ISCB 1000.00%
10 MRAD 4.05%
11 BIGY 3.50%
12 WCLD 1.60%
13 NSCS 1.38%
14 SOCL 1.24%
15 XSW 0.75%
16 SKYY 0.63%
17 FFTY 0.48%
18 SKYU 0.47%
19 ANEW 0.47%
20 DFE 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.08M (10.63%) 191.47K
Increased by +3.77%
Sep 30, 23
2 Baillie Gifford & Co Limited. 4.40M (9.21%) 3.12M
Increased by +70.94%
Sep 30, 23
3 Wellington Management Company LLP 3.95M (8.27%) 853.13K
Increased by +21.58%
Sep 30, 23
4 BlackRock Inc 3.81M (7.96%) 30.23K
Increased by +0.79%
Sep 30, 23
5 ClearBridge Advisors, LLC 2.38M (4.97%) 8.27K
Increased by +0.35%
Sep 30, 23
6 Granahan Investment Management Inc.. 2.15M (4.50%) -59.15K
Decreased by -2.75%
Sep 30, 23
7 Macquarie Group Ltd 2.05M (4.30%) 166.28K
Increased by +8.09%
Sep 30, 23
8 Jennison Associates LLC 1.84M (3.84%) 17.27K
Increased by +0.94%
Sep 30, 23
9 Wasatch Advisors Inc. 1.75M (3.67%) 198.81K
Increased by +11.34%
Sep 30, 23
10 Thrivent Financial For Lutherans 1.61M (3.36%) -46.89K
Decreased by -2.91%
Sep 30, 23
11 DF Dent & Co Inc 1.52M (3.19%) 274.40K
Increased by +18.00%
Sep 30, 23
12 Ameriprise Financial Inc 1.45M (3.02%) -43.10K
Decreased by -2.98%
Sep 30, 23
13 Amvescap Plc. 1.30M (2.73%) -1.12M
Decreased by -85.91%
Sep 30, 23
14 Blair William & Co 1.23M (2.58%) 154.37K
Increased by +12.51%
Sep 30, 23
15 FMR Inc 1.23M (2.57%) -17.14K
Decreased by -1.39%
Sep 30, 23
16 State Street Corporation 1.05M (2.20%) 5.74K
Increased by +0.55%
Sep 30, 23
17 Geode Capital Management, LLC 1.00M (2.10%) 43.13K
Increased by +4.30%
Sep 30, 23
18 Eventide Asset Management, LLC 988.92K (2.07%) -13.83K
Decreased by -1.40%
Sep 30, 23
19 Nuveen Asset Management, LLC 882.43K (1.85%) -3.50K
Decreased by -0.40%
Sep 30, 23
20 Principal Financial Group Inc 865.24K (1.81%) 1.10K
Increased by +0.13%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 1.73M (3.62%) 433.36K
Increased by +25.06%
Sep 30, 23
2 Baillie Gifford US Equity Growth 1.52M (3.19%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard US Growth Investor 1.52M (3.19%) 1.52M
Increased by +100.00%
Sep 30, 23
4 ClearBridge Small Cap Growth 1.52M (3.18%) 44.00K
Increased by +2.89%
Nov 30, 23
5 ClearBridge Small Cap Growth A 1.49M (3.12%) -6.01K
Decreased by -0.40%
Sep 30, 23
6 Vanguard Total Stock Mkt Idx Inv 1.43M (3.00%) 2.21K
Increased by +0.15%
Nov 30, 23
7 iShares Russell 2000 ETF 1.28M (2.68%) 8.17K
Increased by +0.64%
Dec 29, 23
8 Vanguard Small Cap Index 1.19M (2.49%) 7.47K
Increased by +0.63%
Nov 30, 23
9 Eventide Gilead N 938.20K (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
10 Macquarie US Small Cap Core Equity 907.82K (1.90%) 58.52K
Increased by +6.45%
Dec 31, 23
11 Columbia Acorn Inst 879.29K (1.84%) -279.48K
Decreased by -31.78%
Nov 30, 23
12 Delaware Small Cap Core I 849.30K (1.78%) 0.00
Increased by 0.00%
Nov 30, 23
13 Jennison SMid Cap Core Equity 823.51K (1.72%) -39.92K
Decreased by -4.85%
Dec 31, 23
14 PGIM Jennison Small Company A 823.51K (1.72%) -39.92K
Decreased by -4.85%
Nov 30, 23
15 Baron Opp. Small Cap Growth Strategy 775.00K (1.62%) 0.00
Increased by 0.00%
Dec 31, 23
16 Baron Small Cap Retail 775.00K (1.62%) 0.00
Increased by 0.00%
Dec 31, 23
17 Wasatch Small Cap Growth Investor 768.82K (1.61%) 125.18K
Increased by +16.28%
Sep 30, 23
18 Fidelity® Small Cap Growth 765.42K (1.60%) -929.00
Decreased by -0.12%
Oct 31, 23
19 Baillie Gifford American B Inc 748.93K (1.57%) -18.43K
Decreased by -2.46%
Oct 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 693.82K (1.45%) 11.98K
Increased by +1.73%
Nov 30, 23